|
⚲
|
| Virtue Asset Management LLC
✚
| |
|---|---|
| CRD # | 283438 |
| SEC # | 801-123564 |
| CIK # | |
| AUM | $147.7 MM (2024-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 847-892-7145 |
| Address | 308 W Main Street Barrington, IL 60010 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 6.3 |
| (b) Individuals (high net worth individuals) | 49 | 132.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 186 | 147.7 |
| By Discretionary | ||
| Discretionary | 184 | 140.1 |
| Non-Discretionary | 2 | 7.6 |
| Total | 186 | 147.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.7 | |
| Total | 186 | 147.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Castleton Partners LLC
✚
|
NY | 0.1 |
|
Guardsman Private Capital Management Inc
✚
|
FL | 0.1 |
|
Keystone Wealth Advisors Incorporated
✚
|
MN | 0.1 |
|
Phase III Advisory Services Ltd
✚
|
IL | 0.1 |
|
HBA Advisors LLC
✚
|
CA | 0.1 |
|
Togwotee CIO LLC
✚
|
CA | 0.1 |
|
Live Oak Family Offices LLC
✚
|
FL | 0.1 |
|
Integrity Advisory Solutions LLC
✚
|
NC | 0.1 |
|
CornerStone Investment Advisors LLC
✚
|
CO | 0.1 |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 0.1 |